Qiao Busi of · of husband of malic CEO history the base of a fruit
Introduction: According to foreign media coverage, qiao Busi of · of husband of malic CEO history the base of a fruit (Steve Jobs) Zhou Yi attended meeting of malic analyst telephone infrequently, published a comment to the expression of malic outstanding achievement and competitor.
Full text makes a speech for Qiaobusi under:
Everybody is good. Person of most propbably majority knows, I often do not attend malic money to sign up for telephone conference, because you can be gotten with those (malic CFO) and Mu of the base of a fruit (malic COO) is so capable person communication. But because this is us first quarterly income exceeds 20 billion dollar, accordingly I still came in spite of oneself. I want to talk about a few things, if likelihood, the time that go still can quiz.
Above all, I should talk about IPhone. We this quarter sold 14.1 million IPhone, grow 91% compared to the same period. The global smartphone market that Yuan Chao IDC releases recently in September quarter the growth rate of 64% . Beat RIM blackberry easily also up to August newest the 12.1 million sales volume inside a quarter.
We had surmounted RIM at present. In the future that can foreknow, I do not think they can overtake we. They must want to surmount their advantage domain, enter a not familiar market, try to become company of platform of a software. I think to them, found a competitive platform, and persuade developer mix in IOS application of development of platform of the 3rd software is again beyond Android will be one big challenge. Because the apple applies a shop to have 300 thousand application, because this RIM needs ascend a height.
Gu Ge
But Gu Ge's circumstance how? Last week, eric Shimite (Eric Schmidt) reiterates, everyday quantity of activation of Android mobile phone is 200 thousand, their applied shop has 90 thousand application. photograph comparing, the day that malic IOS equipment goes 30 days all activations the quantity is 275 thousand, among them a few days of peak value that reached 300 thousand even. And malic application shop has 300 thousand application.
Unfortunate is, without exact data the shipment of every quarter measures indication Android mobile phone. We hope the manufacturer can begin very quickly to announce them the volume of shipment of Android mobile phone of every quarter, but unavailable now these data. The report of Gartner shows, volume of shipment of Android mobile phone was 10 million about in June. As to recently a quarter, IPhone and Android after all who can be banner one pace, even wait and see what happens.
Gu Ge likes to emphasize Android is " open " , and IOS and IPhone are " close " . We discover this a bit insufficient sincerity, and blurred between us real difference. Our majority person is heard " open " what think of above all when this word is Windows, this system is used at a variety of equipment, and most PC has identical user interface, run identical application. But differ with Windows, android special become divided. A lot of Android OEM manufacturers, include grand amount to report and Motolora these two the biggest companies installed proprietary user interface, so that experience the Android of oneself and in a popular style,distinguish come. And should make clear why Chu Ru is used, want to be handle the most popular usb harddrive motogp xbox wiki enclosure d by user proper motion. photograph comparing, run mode of all IPhone mobile phone are same.
Twitter client is carried (the Android application that TweetDeck) released them recently. They express, need answers the Android of the 100 many diff the most popular moto gp xbox erent version that the mobile phone of 244 different type introduces. Different hardware and software version can bring enormous challenge to developer. A lot of Android application can be used at specific Android mobile phone, specific Android version only. And this kind of mobile phone still is less than 12 months up to now from formal shipment! Compare to it, IPhone has the software of two version to need a test only: The version that using now, with a recent version.
Besides applied market of Gu Ge, the Android that Yamaxun, Verizon and Wo Dafeng also announce to will roll out his uses a store. Place down to can have store of 4 Android application less, want to find favorite application, the user should undertake searching to these 4 shops, and developer also needs to pass this to 4 shops distribute application and get income. No matter be to user or developer character, the metropolis is very confused.
photograph comparing, the apple owns an unified applied store, supply the applied store with the simplest use way and the largest whole world for the user, and should apply a shop to had been installed beforehand to every IPhone. The dimensions of malic application shop is Gu Ge Android Market 3 times much, and offerred for developer one-stop service, those who make is easier undertake popularizing, get pay quickly.
You know, although Gu Ge is right, although real problem depends on " close " with " open " contend for, also do not forget a bit: Open system is not always can win. With Microsoft " Plays For Sure " musical strategy is exemple, the pattern that this strategy used PC -- Android also is so do -- come to software and hardware cent rift. Also must abandon finally this kind " open " the strategy, turn and the integrated means of apple of follow the lead of, rolled out Zune player. But unfortunate is, the OEM manufacturer of Microsoft is in this one process make a futile effort. Gu Ge also once mobile phone of Nexus One of have the aid of has tried integrated strategy, but did not treat seriously.
In fact, we think to open arguing with what close is an aerosol only play, try to mask the essence of the problem, that is: "Which kinds of means is the most advantageous to the user? Is differentiation integrated still? " we think Android special, special become divided, and condition of this kind of become divided still is in gro moto gp xbox best buy w day and day. If what you know, the apple develops integrated pattern in effort, avoid to let an user act as thereby the system is integrated person. We think, by malic and rather than our user is engaged in systematic conformity will having enormous value. We think, compare with Gu Ge, this is a our huge advantage: When selling a product to the user, we believe, conformity always can beat differentiation.
We still think, if can dedicated and single platform, is not to pay close attention to hundreds variable, our developer can provide innovation power more. They can put time on development new function, is not the mobile phone that checks several the tuber of stemona to differ. So we value integrated means very much, no matter Gu Ge defines his how many times,be " close " . And we have hope very much to beating differentiation strategy of Gu Ge, no matter Gu Ge tries how many times,ego flaunts for " open " .
Flat computermemory laptop toshiba
Next, I want to talk will be in future inside a few months " come in great numbers " many flat computer.
The first, it is a few number is not much reliable products only it seems that, is not " come in great numbers " .
The 2nd, almost all these products use 7 inches screen, is not 10 inches of screen that IPad place uses. Let us begin from here.
Somebody thinks probably, compare with 10 inches screen appearance, 7 inches screen will provide the benefit of 70% , this is a kind of very natural think of a way. But unfortunate is, factual far from is such. What screen dimension measures is diagonal length, so 7 inches of screen have 45% of 10 inches of screen only. Right, you do not have mishear: Have 45% only.
If you use the fore-and-aft view of IPad, the inter draws horizontal, so 7 inches flat computer screen still is inferior to that half below IPad big. Look in us, this kind of dimension can't found outstanding flat computer application.
Although can pass prom motogp xbox 2013 otion screen resolution to make up for partial difference, but still at job of no help, unless your flat computer still provides a piece of sand paper, 1/4 what make you OK become finger burnish existing measure.
Old since, the apple has done many user test to user interface, and we understand this one problem truly. Put in an apparent end really, once be less than this one bounds, the user cannot use finger cozily to finish click, the action that shift or clutch hold. This is one of main reasons of the smallest size that we think 10 inches are the flat computer application with outstanding creation.
The 3rd, all flat computer users also are smartphone user at the same time. The mobile function that does not have computer of a flat can be rivalled with the smartphone, latter can be put easily into pocket or purse, and when be used in the crowd, too won't conspicuous. Considered to there should have been a smartphone in the pocket of all flat computer users, the screen dimension with precious sacrifice, making flat computer OK put entrance bag is wrong balance apparently.
7 inches flat computer is a kind of 4 unlike: Too as big as smartphone argue build, compete with IPad build is too small.
The 4th, almost all these flat computer use Android system, but ever also told even Gu Ge flat computer firm, the version that does not have them (Froyo) is used at flat computer, and the version that should wait to be aimed at flat computer technically next year is rolled out. The software supplier that becomes you tells you not to use their software at flat computer, what to mean? Disregard when you when dissuade and acting wilfully, what can you mean again?
The 5th, the appl ata pci controller e has had 35 thousand IPad application at present in applied shop. And the application of computer of these new fund flat is almost 0.
The 6th, also be last, our potential competitor is in price respect is very inaccessible the level of IPad, although they adopted measure small much, low-cost much screen. IPad is integrated everything what we are founding the place in process of high value product to acquire, include IPhone, IPod and Mac. We developed our A4 chip, our software, our batteries, our attachment, everything is ourselves. And final this mysterious product sells with very favourable price however.
This can be reflected in the price in our competitor come out, the function that they provide is fewer, but the price is higher however. Above these reasons are we think current those 7 inches flat computer will " dead date " reason. These manufacturers will pass because of screen small and draw bitter lesson. They can increase size next year, but can abandon accordingly however those customer that add 7 inches of a group of people of same interest prematurely and developer. Sound the circumstance henceforth will be very interesting.
The IPad influence to jotter sales volume
IPad will the best selling ata pci affect the sales volume of notebook computer undoubtedly. This is the problem of time only. I believe in the near future IPad will have further development and progress. But we had seen educational user owns very high interest to IPad now. Those who make me open-eyed is, enterprise user also is very interested in IPad. We were not in an enterprise truly the domain popularizes IPad. I follow all sorts of company staff contacts everyday, a lot of people are using IPad. Reach nurse, doctor and hospital from directorate member, and medium and small businesses, a lot of people are using IPad.
Accordingly as time elapse, I believe we had seized a significant opportunity. This is a new computational pattern, and the user that we had had adroitness of a few ten million to use IPhone. Flat computer will blend in each respects of the life, include individual life, education and enterprise to wait. Accordingly I think the utility of flat computer is very extensive, potential is very great. Probably still a few people can argue the problem of the opportunity, but the period that I think to be able to deny flat computer without the person is forthcoming.
It is analyst interlocution link below main content
plantronic wireless headset Ask: The Wu of the 2nd great undertaking after you think IPad can become IPhone?
Qiao Busi: I do not want to make predict, I give you certain number only. In a few quarters, the sales volume of IPad will exceed Mac computer.
Ask: About Flash, the position with new what do you have?
Qiao Busi: Are you to say Flash shines put? We like Flash to shine put.
Ask: This is you discuss competition the 2nd times. IPhone of apple of no less than erodes RIM to be in an enterprise the portion of the market, do you think the apple can maintain portion to grow continuously? The new entrant of the market may try different function or strategy, for instance wireless network is shared, Flash support, much task, less content and applied limitation and price of subsidy of high specified number. Do you think this meeting makes the market splits up?
Qiao Busi: The above that I understand you to mention hard those are politic. In price respect, at present the function of other flat computer on the market lags behind at IPad far, short-term inside go up impossibly in price strategy with our photograph compare. Do not support Flash to won't bring any issues, the major video on the network has used HTML5 nowadays. And IPad has more than 35 thousand application in the rich content in ITunes media shop and App Store, than other anyplace much. Our product is very good, adversary is chased very hard on. We won't go no further not before, we are rolling out more new function in future hard. The strategy that so I do not understand a competitor really after all what kind of, we had had aggressive sex very much to the price of IPad. We believe prospective apple or winner.
Ask: Is mobile phone market 0 with game?
Qiao Busi: Well-known, the whole world is major nowadays smartphone of mobile phone dispute. Be in in the near future inside, these are not a smartphone medium very big one part will be changed smartphone, the cake of the market will be accordingly bigger and bigger. I think space of this one market will allow a few companies to score a success at the same time, but because be not a smartphone to will turn finally to smartphone platform for the most part, mobile phone market will be become 0 with game, or it is adjacent at least 0 with game. I think present market competition is the competition that attracts developer and customer essentially, and IPhone and Android are the person that win out.
Ask: You how look upon Apple TV? The mode of Apple TV is to shed media it seems that.
Qiao Busi: Apple TV had entered the phase that sheds media to broadcast. What Apple TV broadcasts is to shed media entirely. All content all are rent from inside ITunes shop, or obtain from inside user computer, still will mix very quickly from IPhone multimedia is broadcasted through AirPlay in IPad. Apple TV is in our new fund the work off inside very short time more than 250 thousand. We feel excited for it. This is a very good product, and 99 yuan price is very inviting, after becoming us to roll out AirPlay before the end of the year, the user will have another reason that buys Apple TV. We are satisfied to its expression.
Ask: What is the biggest risk that the apple faces?
Qiao Busi: Our target is the best product on development world, is not the biggest equipment firm. Well-known, nuojiya is the biggest equipment firm. But we are not willing to become Nuojiya. We hope to do our. We hope to make the product with best whole world.
Accordingly, we think Android just is the biggest competitor. According to the data of Gartner, when we were about to roll out IPhone 4 June, android shipment volume exceeded us, this number is accurate. We are awaiting the statistical number of this quarter. I believe this quarterly Gartner can take out different number, other statistic orgnaization also is met. I think the competition of we and Android still will last for some time, but our respective strategy is different. We are certain our strategy: Give an user the product that uses easily simply.
The product that I think a lot of users like the whole world to be used easily simply. And their strategy is quite different. Of course also a lot of users like their strategy, but the target customer that we will woo ourselves, believe this is final and right strategy.
Ask: Talk about the problem of concerned market share please.
Qiao Busi: Nuojiya has the product of 50 dollars, and we are done do not come out the smartphone of 50 dollars. We are not quite clever, had not figured out how to accomplish this, if was accomplished,I can let everybody know. Our target is to make have revolutionary product truly, accomplish in each market that we share competition best, IPod of no less than.
We undertake every year for many times updating to the product, provide better function, next with same price lower even price is rolled out. Sometimes we roll out the new product that has revolutionary function with lower price, this enough beats a competitor and capture market share.
We are in the portion of market of whole mobile phone is very small, with shipment volume share is calculated still is a digit. But we are in the share of flat computer market is very high, because the apple is the trailblazer of this one domain.
We won't roll out 7 inches of IPad, because we do not want to roll out the product of that price,not be, however we think 7 inches screen is too small, make a very marvellous flat the best selling usb harddrive enclosure computer impossibly. Screen is too small, the software effect that consequently the user longs for day and night is couldn't get reflect. As a company with software drive, we put software strategy in the first. If our product measure is different, can bring difficult problem of a lot of development. Every time rolls out new measure, developer needs to rescript software.
When the decision that because this becomes us to make,concerns computer of 7 inches of flat, of the consideration is not cost issue, however the software value of this product. We hope to roll out the best product in very high price. This is our IPod strategy, also will be our IPad strategy.
Partial hardware manufacturer does not know software truly, they take no account of the software of the product and hardware confluence, imagine software to be able to move automatically on hardware however. Return somebody to ask, can you make the product cheaper? We can use smaller screen, slower processor, smaller memory, you think software is met move automatically in this product good, but factual circumstance is not such. Because developer needs to use,faster processor, bigger indication screen is mixed more mobile phone functions, ability gives better application for consumer development. Major developer won't be low end the application that the product rolls out shrink.
Ask: Why to share out bonus a few cash to partner?
Qiao Busi: We think opportunity of one or more strategy will appear, because enough ready money is laid in, we use the possibility these opportunities. Showing like the record before this, the apple has good performance in use cash respect. We won't let these money wait for cankered in the pocket, also won't allow cash drive we undertake a few buy foolishly. We have opportunity of a lot of strategies in future. This does not have the biggest reason of share out bonus usb harddrive enclosure best buy namely.
Ask: Why does photograph comparing of IPad and PC have price advantage?
Qiao Busi: Among them a reason is IPad medium major part is ourselves. A4 chip is malic design. Design be ourselves to crust from batteries principle. We also were acquired from inside the experience of IPhone and IPod a lot of, and we had had many customer base. Accordingly, I think we were accumulated a lot of. We developed a lot of component independently, and other firm must search an agent to purchase in the market. We are systematic framework manufacturers, if why build a system with efficient way,be familiar with. Accordingly I think IPad is an apple 10 years experience accumulated an all sorts of products in the past gotten product. (VesselGrand Zhang He)
